Contacts

New Contact

First Name *

Last Name

Phone *

Email

Address

Notes

Source

SMS opt-in — The contact verbally or in writing consented to receive SMS messages from us regarding service, appointments, and reminders. They were told message frequency varies, that Msg&Data rates may apply, and that they can reply STOP to unsubscribe. Only check this if true — required before you can text this contact.

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Import from FieldRoutes

Pull existing customers into your contacts list. Duplicates (matching phone numbers) will be skipped.

Import from GoHighLevel

Pull contacts from your connected GoHighLevel location. Contacts with phone numbers matching existing records will be enriched (their GHL ID stamped on the existing contact) rather than duplicated. Leave dates blank to import all contacts.

This adds people to Contacts only. Nothing appears on your sales pipeline unless you tick the box below.

One card per contact this import creates, in the first column of your default pipeline. An all-time import can add thousands.

Refer out

Merge into another contact